Remote CFP Financial Advisor — Grow Client Wealth

Archer; Tampa (FL); Remote; USD 110,000 - 180,000; Full time

Benefits offered by this job

Comprehensive benefits

Performance bonus

Partnership Plan

Merit-based salary increases

Job summary

Vanguard, in collaboration with Archer, is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Tampa, Florida area. The role offers competitive compensation, benefits, and an inclusive culture as you help investors reach their long‑term goals.

As an Advisor, you will establish and grow client relationships, partner on financial planning, and deliver disciplined investment strategies with tax management support.

Qualifications

• CFP® designation required.
• Series 7, 63, or 66 must be obtained within 3 months of starting.
• 3 years (Financial Advisor) or 5 years (Senior Financial Advisor) advisory experience.
• Experience managing a book of business with client satisfaction and loyalty.
• Knowledge of trust and estate planning and regulatory frameworks.

Responsibilities

• Establish, grow, and maintain long‑term client relationships.
• Partner with investors to plan financial goals.
• Provide disciplined investment approaches, tax management, and financial planning support.
• Develop personalized investment strategies and deliver guidance for key moments.

Skills

Relationship management

Financial planning

Investment strategies

Tax management

Education

Certified Financial Planner® designation

Job description

Vanguard, in collaboration with Archer, is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Tampa, Florida area. The role offers competitive compensation, benefits, and an inclusive culture as you help investors reach their long‑term goals.

As an Advisor, you will establish and grow client relationships, partner on financial planning, and deliver disciplined investment strategies with tax management support.